One of the biggest headaches for tax firm owners is managing preparer commissions. Between tracking referrals, calculating payouts, and processing payments, commission management can consume hours every week. GoRefer.io automates the entire process.
Automatic Calculations
Based on your commission rules
One-Click Payouts
Direct to preparer bank accounts
Complete Audit Trail
Every transaction documented
Stripe Integration
Secure payment processing
The Commission Challenge
Most tax firms still track commissions manually—using spreadsheets, paper logs, or (worse) memory. This creates problems:
Manual Commission Pain Points
Time-consuming calculations at end of each period
Errors that damage preparer trust
Disputes about who referred which client
Delayed payments that frustrate your team
No clear audit trail for questions
Configuring Commission Rules
GoRefer.io supports flexible commission structures:
Commission Types
Flat rate: Fixed amount per converted referral ($25, $50, etc.)
Percentage: Percentage of the referred client's revenue
Tiered: Increasing rates as referral volume grows
Hybrid: Combination of flat + percentage
Custom: Rules for specific preparers or client types
💡 Configuration Tip
You can set different commission structures for different preparers—rewarding top performers with higher rates.
Automatic Calculations
Once your rules are configured, GoRefer.io handles everything automatically:
What Gets Calculated
Commission earned per referral based on your rules
Running totals for each preparer
Pending vs. paid amounts
Adjustments and overrides (with audit logging)
Period summaries for payroll integration
One-Click Payouts
When it's time to pay, GoRefer.io makes it simple:
- Review the pending payout report
- Approve individual payouts or the entire batch
- Funds transfer directly to preparer bank accounts via Stripe
- Both you and the preparer receive confirmation
No checks to write, no trips to the bank, no waiting for deposits to clear.
Complete Audit Trail
Everything Logged
Every referral and its attribution
Commission calculations with formula shown
Approval timestamps and approver identity
Payment confirmations and transaction IDs
Any manual adjustments with reason codes
Ready to automate your commission process? Start your free 14-day trial and see the time savings.